Swan Hedged Equity US Large Cap ETF
HEGD
HEGD
11 hedge funds and large institutions have $27M invested in Swan Hedged Equity US Large Cap ETF in 2021 Q2 according to their latest regulatory filings, with 4 funds opening new positions, 5 increasing their positions, 1 reducing their positions, and closing their positions.
Holders
11
Holders Change
+4
Holders Change %
+57.14%
% of All Funds
0.19%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
4
Increased
5
Reduced
1
Closed
–
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–
Top Buyers
Top Sellers
| 1 |
NFG
1
Next Financial Group
Houston,
Texas
|
$14K |
| Name | Holding | Trade Value |
Shares Change |
Shares Change % |
|
|---|---|---|---|---|---|
|
BPA
1
Beacon Pointe Advisors
Newport Beach,
California
| $21.3M | +$4.6M | +254,176 | +28% |
|
2
Envestnet Asset Management
Chicago,
Illinois
| $1.92M | +$907K | +50,129 | +90% |
|
|
JWCA
3
J.W. Cole Advisors
Tampa,
Florida
| $1.58M | +$1.58M | +87,110 | New |
|
4
Cambridge Investment Research Advisors
Fairfield,
Iowa
| $842K | +$336K | +18,590 | +66% |
|
5
Commonwealth Equity Services
Waltham,
Massachusetts
| $545K | +$545K | +30,134 | New |
|
6
Osaic Holdings
Scottsdale,
Arizona
| $348K | +$144K | +7,949 | +70% |
|
|
KWM
7
Kingsview Wealth Management
Grants Pass,
Oregon
| $216K | +$216K | +11,930 | New |
|
|
CFD
8
Creative Financial Designs
Kokomo,
Indiana
| $172K | +$102K | +5,625 | +145% |
|
|
NFG
9
Next Financial Group
Houston,
Texas
| $14K | -$5.84K | -327 | -29% |
|
|
HI
10
Harbour Investments
Madison,
Wisconsin
| $10K | – | – | – |
|
11
UBS Group
Zurich,
Switzerland
| $5K | +$5K | +300 | New |
|